Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 19,200 shares of PGF stock, worth $272,640. This represents 0.04% of its overall portfolio holdings.

Number of Shares

19,200

Previous 19,300 0.52%

Holding current value

$272,640

Previous $280,000 2.14%

% of portfolio

0.04%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$14.28 - $14.97 $1,428 - $1,497	-100 Reduced 0.52%	19,200 $274,000
Q3 2024 Nov 12, 2024	SELL	$14.7 - $15.89 $4,410 - $4,767	-300 Reduced 1.53%	19,300 $302,000
Q4 2023 Jan 31, 2024	SELL	$13.14 - $14.79 $3,942 - $4,437	-300 Reduced 1.51%	19,600 $285,000
Q1 2023 Apr 20, 2023	SELL	$13.94 - $16.22 $3,485 - $4,054	-250 Reduced 1.24%	19,900 $288,000
Q4 2021 Jan 21, 2022	SELL	$18.3 - $19.05 $2,324 - $2,419	-127 Reduced 0.63%	20,150 $379,000
Q4 2020 Feb 01, 2021	SELL	$18.51 - $19.31 $3,146 - $3,282	-170 Reduced 0.83%	20,277 $390,000
Q3 2020 Nov 03, 2020	SELL	$17.91 - $18.91 $234,585 - $247,683	-13,098 Reduced 39.05%	20,447 $383,000
Q2 2020 Jul 30, 2020	BUY	$16.22 - $18.3 $9,586 - $10,815	591 Added 1.79%	33,545 $600,000
Q1 2020 Apr 29, 2020	BUY	$13.54 - $19.13 $6,661 - $9,411	492 Added 1.52%	32,954 $557,000
Q4 2019 Feb 27, 2020	BUY	$18.52 - $18.93 $589,843 - $602,901	31,849 Added 5195.6%	32,462 $613,000
Q4 2019 Jan 27, 2020	SELL	$18.52 - $18.93 $582,342 - $595,234	-31,444 Reduced 98.09%	613 $613,000
Q3 2019 Oct 28, 2019	BUY	$18.43 - $18.86 $25,783 - $26,385	1,399 Added 4.56%	32,057 $602,000
Q2 2019 Aug 02, 2019	BUY	$18.28 - $18.66 $33,726 - $34,427	1,845 Added 6.4%	30,658 $565,000
Q1 2019 May 15, 2019	BUY	$17.54 - $18.47 $20,855 - $21,960	1,189 Added 4.3%	28,813 $526,000
Q4 2018 Feb 08, 2019	BUY	$17.04 - $18.07 $470,712 - $499,165	27,624 New	27,624 $480,000

Others Institutions Holding PGF

# of Institutions

185

Shares Held

10.9M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PGF
Sector ETFs
Industry ETFs

More about PGF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History